What Do I Do?

Experimental & survey science

My training is in experimental social psychology, and rigorous causal research is the foundation everything else stands on. I design controlled experiments that isolate why people decide as they do — like the study showing that framing the identical product as "guaranteed income for life" rather than "an annuity" significantly raises purchase intent. I build surveys with the same discipline — psychometrically sound instruments, defensible sampling, nationally representative panels — and carry the analysis as far as the question demands, from regression to multilevel modeling to longitudinal measurement.

Measuring what families feel but can't yet say

I bring that discipline to questions most practices answer by intuition: a family-dynamics index built from validated psychological measures, an original assessment of how clearly a family can articulate the purpose of its wealth, and research panels that reach populations conventional research cannot — including the panel behind the first quantitative study of how ultra-high-net-worth individuals think, feel, and decide about wealth. The result is advisory practice with a measurement layer: friction surfaced before it ruptures, progress tracked over time.

From money to meaning

Every family has a relationship with money; few have examined it — and fewer still have asked what their wealth is ultimately for. Through one-on-one conversations, facilitated family dialogues, and reflective guidebooks I design, I help families surface what money means to them, so values become visible and a shared vision becomes a concrete plan. For rising generations — whose struggle is rarely a lack of options but an abundance of them — my Actualizing Purpose workshop draws on existential psychology to convert values and passions into a chosen, purposeful path. Wealth questions are meaning questions in disguise; meaning can be studied, measured, and built toward.

Bringing behavioral science into practice

Research only matters if it reaches the people doing the work. I equip the professionals who serve families — interview guides, decision frameworks, training, and one-on-one consultation — and have done it at scale, for 400+ advisors at a top-10 U.S. wealth manager. I also build AI-powered workflows that turn family interviews into mission statements and actionable roadmaps, benchmarked against human-created baselines from live engagements: deploying AI and validating it must be the same act.